Sequoia Financial Advisors LLC Grows Stock Position in Arthur J. Gallagher & Co. $AJG

Sequoia Financial Advisors LLC grew its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 5.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 139,833 shares of the financial services provider’s stock after buying an additional 7,239 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Arthur J. Gallagher & Co. were worth $30,285,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in AJG. Vanguard Group Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 31,390,446 shares of the financial services provider’s stock worth $8,123,534,000 after buying an additional 217,136 shares in the last quarter. Capital World Investors boosted its stake in shares of Arthur J. Gallagher & Co. by 7.0% in the fourth quarter. Capital World Investors now owns 12,613,371 shares of the financial services provider’s stock valued at $3,264,359,000 after buying an additional 830,252 shares in the last quarter. State Street Corp grew its holdings in Arthur J. Gallagher & Co. by 0.6% during the fourth quarter. State Street Corp now owns 10,953,598 shares of the financial services provider’s stock worth $2,834,682,000 after acquiring an additional 62,518 shares during the period. Norges Bank purchased a new position in Arthur J. Gallagher & Co. in the fourth quarter worth $1,925,062,000. Finally, T. Rowe Price Investment Management Inc. lifted its holdings in Arthur J. Gallagher & Co. by 123.5% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after acquiring an additional 3,253,498 shares during the period. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total transaction of $618,000.00. Following the completion of the sale, the chief accounting officer owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. The trade was a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.40% of the stock is currently owned by insiders.

Key Arthur J. Gallagher & Co. News

Here are the key news stories impacting Arthur J. Gallagher & Co. this week:

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Arthur J. Gallagher & Co. Trading Down 0.2%

Arthur J. Gallagher & Co. stock traded down $0.60 during trading on Friday, hitting $253.16. The company’s stock had a trading volume of 1,032,986 shares, compared to its average volume of 1,830,509. The stock’s fifty day moving average is $216.10 and its 200 day moving average is $225.86. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $316.71. The stock has a market capitalization of $65.04 billion, a price-to-earnings ratio of 40.96, a P/E/G ratio of 1.31 and a beta of 0.50. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 EPS for the quarter, beating the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The company had revenue of $4.71 billion during the quarter, compared to analysts’ expectations of $4.73 billion. During the same quarter in the previous year, the business earned $3.67 EPS. The firm’s revenue was up 29.0% on a year-over-year basis. As a group, equities research analysts predict that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Friday, June 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 45.31%.

Wall Street Analyst Weigh In

A number of research firms recently commented on AJG. Weiss Ratings reissued a “hold (c-)” rating on shares of Arthur J. Gallagher & Co. in a report on Monday, June 15th. Keefe, Bruyette & Woods upped their price target on Arthur J. Gallagher & Co. from $242.00 to $261.00 and gave the stock a “market perform” rating in a report on Wednesday. Wells Fargo & Company raised their price objective on Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the company an “overweight” rating in a research note on Thursday. Jefferies Financial Group upgraded Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and boosted their target price for the stock from $235.00 to $265.00 in a research report on Thursday, June 11th. Finally, Wolfe Research lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $274.18.

Arthur J. Gallagher & Co. Company Profile

Arthur J. Gallagher & Co is a global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois. Founded in 1927 by Arthur J. Gallagher, the company has grown from a regional broker into an international professional services organization that arranges insurance, provides consulting and designs risk-transfer solutions for commercial, industrial, public sector and individual clients.

The company’s core activities include property and casualty insurance brokerage, employee benefits consulting and administration, and a range of risk management services.